CX Institutional’s iShares Global Consumer Staples ETF KXI Stock Holding History

CX Institutional’s Portfolio KXI Stock Details KXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41K	Sell	619 -275	-31%	-$18.8K	﹤0.01%	1058
2026 Q2	$60K	Sell	894 -5,490	-86%	-$373K	﹤0.01%	950
2026 Q1	$428K	Buy	6,384 +3,463	+119%	+$238K	0.01%	504
2025 Q4	$189K	Buy	2,921 +2,205	+308%	+$143K	0.01%	729
2025 Q3	$46K	Sell	716 -4,130	-85%	-$270K	﹤0.01%	958
2025 Q2	$317K	Buy	4,846 +4,837	+53,744%	+$317K	0.01%	493
2025 Q1	$1K	Sell	9 -12,314	-100%	-$765K	﹤0.01%	1175
2024 Q4	$743K	Buy	+12,323	New	+$777K	0.03%	292
2024 Q3	–	Sell	-6,733	Closed	-$405K	–	583
2024 Q2	$405K	Buy	+6,733	New	+$409K	0.02%	397

Other funds holding KXI

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

CX Institutional's KXI Position: Q3 2026 in Review

CX Institutional reduced its iShares Global Consumer Staples ETF (KXI) stake by 31% in Q3 2026, selling an estimated $18.8K and leaving 619 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

CX Institutional first reported a position in KXI in Q2 2024 and has held it in 9 quarters since. The position peaked at $743K in Q4 2024. 20 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

CX Institutional held 619 shares of iShares Global Consumer Staples ETF worth $41K as of Q3 2026.
CX Institutional sold 275 iShares Global Consumer Staples ETF shares in Q3 2026, an estimated $18.8K.
iShares Global Consumer Staples ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1058 holding.
CX Institutional first reported a position in iShares Global Consumer Staples ETF in Q2 2024 and has held it in 9 quarters since.
CX Institutional's iShares Global Consumer Staples ETF position peaked at $743K in Q4 2024.
20 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.